Katie Pfeifer , CFP®
Partner & Head of Workplace Solutions
Biography
Katie is a Partner and the Head of Workplace Solutions in the Louisville office where she is responsible for developing strategy for onboarding new partnerships, the expansion of existing partnerships, and the organic growth of individual client engagements. She is also a member of the firm’s Leadership Team.
Prior to joining Cerity Partners, Katie served as the Managing Director, Corporate Relations at ARGI Financial Group. Additionally, she spent 9 years with Hilliard Lyons, LLC (Baird), a regional broker-dealer in the Midwest, where her focus was on servicing the needs of clients and investment management activities.
Learn more about my practice.
Education
- B.S. in Finance from Western Kentucky University
Highlights
- CERTIFIED FINANCIAL PLANNER®
Latest Insights
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Market volatility, economic strains, and various other factors caused by the pandemic have resulted in workforce restructuring and reductions for companies across the nation. And for many, payroll is the biggest expense on the books, so it’s natural that businesses looking to cut costs tend to focus on reducing their workforce. Still, downsizing is stressful […]
Meet Our Leadership Team Colleagues
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Michael Barry Michael BarryPartner & Chief Growth Officer
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Carol Benz Carol BenzPartner & Chief People Officer
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Michael Bryan Michael Bryan , CPAPartner
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Christopher Burrows Christopher BurrowsPartner
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Tom Cohn Tom Cohn , CFAPartner & Chief Solutions Officer
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Chris Curtis Chris CurtisPartner & Chief of Staff
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Christopher Hemstead Christopher HemsteadPartner & Head of Practice Development
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Kevin Hilden Kevin HildenPresident
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Adam Hills Adam HillsPresident - Cerity Partners International
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Masha Hodi Masha HodiPartner & Colleague Engagement Officer
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John Hyman John Hyman , CIMA®Partner & Head of Investment Management
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Robert Jeffers Robert JeffersPartner & Chief Operating Officer
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Ben Lomazow Ben LomazowPartner
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Stefan Ludlow Stefan LudlowPartner & Chief Technology Officer
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Kurt Miscinski Kurt MiscinskiPartner & Chief Executive Officer
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Claire O’Keefe Claire O’KeefePartner & Head of Partner Development
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Ben Pace Ben PacePartner & Chief Economist
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Tony Parkin Tony ParkinPartner
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Will Peng Will PengPartner & Chief Innovation Officer
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Brittany Peyser Brittany PeyserPartner & Head of Change Management and Merger Integration
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Darrick Priester Darrick PriesterPartner & Director of Risk Management
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Art Prostick Art ProstickPartner & Chief Compliance Officer
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Mark Pulsifer Mark PulsiferPartner
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Neil Quinlan Neil Quinlan , CFP®, PMP®Partner & Head of Operations
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Joe Reeves Joe Reeves , CFP®Partner
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Tara Ryan Tara RyanPartner & Chief Marketing Officer
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Rob Seco Rob SecoPartner & General Counsel
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Suk Shah Suk ShahPartner & Chief Financial Officer
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Anthony Smith Anthony SmithPartner & Chief Human Capital Officer
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Larry Sussman Larry Sussman , CFAPartner & Head of Corporate Finance
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Matt Westfall Matt Westfall , CFAPartner & Head of Portfolio Management
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Steve Williams Steve WilliamsPartner & Chief Client Officer
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Andrew Wolfgang Andrew WolfgangPartner & Chief Training and Quality Officer
